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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,300 | $76,522-85.2% | $56,033-79.8% | $145,884-92.3% |
| Participation rate | 77.8% | 63.2%+14.6pp | 52.5%+25.3pp | 80.3%-2.5pp |
| Annual return | 11.66% | 3014.28%-3002.6pp | 1711.38%-1699.7pp | 551.85%-540.2pp |
| Employer contribution / active EE | $426 | $1,382-69.2% | $1,041-59.0% | $4,662-90.9% |
| Participant deferral / active EE | $871 | $2,624-66.8% | $1,954-55.4% | $6,690-87.0% |
| Admin fee / account holder | $152 | $3,328-95.4% | $2,827-94.6% | $13,392-98.9% |